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UnitedHealth

2,502 hedge funds and large institutions have $307B invested in UnitedHealth in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,135 increasing their positions, 900 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,502
Holders Change
+45
Holders Change %
+1.83%
% of All Funds
44.06%
Holding in Top 10
237
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+11.79%
% of All Funds
4.17%
New
174
Increased
1,135
Reduced
900
Closed
105
Calls
$1.86B
Puts
$1.99B
Net Calls
-$133M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
2451
Laurel Wealth Planning
Minnesota
$21K
JWA
2452
JFS Wealth Advisors
Pennsylvania
$20K
RBC
2453
Roble Belko & Company
Pennsylvania
$20K +$3.27K +9 +20%
WWM
2454
Wagner Wealth Management
South Carolina
$20K +$20K +55 New
AA
2455
AlphaMark Advisors
Kentucky
$19K
FEG
2456
Financial Enhancement Group
Indiana
$19K
CH
2457
Canton Hathaway
Rhode Island
$19K
TLFA
2458
True Link Financial Advisors
California
$19K
ARIS
2459
Advanced Research Investment Solutions
California
$18K
KFS
2460
Kelly Financial Services
Massachusetts
$17.7K
CP
2461
Corbenic Partners
Pennsylvania
$17K
SCA
2462
Stuart Chaussee & Associates
California
$17K +$17K +45 New
TIM
2463
Tortoise Investment Management
New York
$16K
CWA
2464
Carolina Wealth Advisors
South Carolina
$16K
DWMG
2465
DB Wealth Management Group
California
$16K
GWMIA
2466
Global Wealth Management Investment Advisory
Florida
$15K -$7.88K -21 -34%
TCWA
2467
Ten Capital Wealth Advisors
Washington
$15K
CWM
2468
Cranbrook Wealth Management
Michigan
$15K +$2.93K +8 +24%
FFW
2469
Fusion Family Wealth
New York
$14K
MS
2470
Mizuho Securities
Japan
$13K -$2.89K -8 -18%
BA
2471
Bellwether Advisors
Nebraska
$13K
CL
2472
COWA LLC
Oklahoma
$13K
PP
2473
Pacifica Partners
Canada
$13K +$13K +36 New
SFMG
2474
Sage Financial Management Group
Virginia
$12K +$12K +31 New
CIA
2475
Cascade Investment Advisors
Oregon
$11.2K